This allocator's name
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in New York
Taft-Hartley plan, based in NEW York, New York, reporting $5.1M in assets, for 586 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $5.1M
- Fund commitments
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Sl Mid Cap Stock Index Fund2 commitments
- Bnym Mellon Afl-Cio Sl Stock Index1 commitment
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.6%
- Non-interest-bearing cash 4.1%
- Corporate debt instruments (other) 9.4%
- Corporate debt instruments (preferred) 2.1%
- U.S. Government securities 21.5%
- Other investments 0.6%
- Common/collective trusts 43.9%
- The Segal Co. (eastern States) Inc. Actuarythrough Jun 30, 2023 Form 5500
- BNY Mellon3 rows, latest Jun 30, 2025
- Morgan Stanley Smith Barney, LLCplan years 2023
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding started
- Jun 30, 2025Assets changeddown $1.2Maskebsa.dol.gov
- Jun 30, 2024Assets changeddown $912Kaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 586 | Not disclosed | Not disclosed | n/a | $5.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 620 | Not disclosed | Not disclosed | n/a | $6.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 659 | Not disclosed | Not disclosed | n/a | $7.2M | Not disclosed | Not disclosed | Not disclosed |
- The Segal Co. (eastern States) Inc. codes 11 50 $47,033 PY2024
- LAW Office of Steven N. Davi, PLLC codes 29 50 $34,957 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $27,000 PY2024
+21 more service providers
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Provenance
Not yet on record: funded ratio, managers.
Record history
- Holding in a pooled vehicle ended2025-06-30source
- Holding in a pooled vehicle started2025-06-30source
- Total assets changed2024-06-30source
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.